+232.7%
LITE vs MET
+35.0%
+197.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.2% | -10.1% | -6.9% |
| 7D | -31.4% | +3.9% | -35.3% | -30.3% |
| 30D | -42.6% | +6.8% | -49.4% | -40.9% |
| 3M | -26.2% | +7.7% | -33.9% | -23.7% |
| 6M | -35.8% | +32.9% | -68.7% | -32.6% |
| YTD | +70.0% | +33.9% | +36.2% | +73.4% |
| 1Y | +232.7% | +33.0% | +199.7% | +240.9% |
| All | +232.7% | +35.0% | +197.7% | +240.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling